REFERRALS
Pixel tracking installation
Understand Shopify's Cookie Consent
5 min
when shopify store owners notice that their ambassadors' referral links or discount codes aren't being tracked or applied, it often comes down to the customer privacy settings within shopify shopify provides a framework known as web pixels, which depending on your store settings might require customer consent through a cookie banner to function correctly if your store's cookie banner is enabled for some (or all) regions, visitors in those regions must accept the banner to allow web pixels to run without this acceptance, roster cannot track orders on behalf of ambassadors or apply discount codes automatically to ensure seamless tracking and discount application, you can adjust your cookie banner settings if you operate in countries without consent requirements, you can disable the cookie banner however, if you are conducting business in regions that mandate consent, consulting with a legal advisor is advisable additionally, ensure that your store's theme supports displaying the cookie banner; otherwise, customers won't have the opportunity to provide consent for stores operating in consent required regions, roster can offer alternative solutions to maintain tracking and discount functionalities video walkthrough video transcript this is a transcript from the loom video walkthrough \[00 00] hey there, this is jeff at roster if you're a shopify brand and you're wondering why some of your ambassadors might say that their referral links aren't getting tracked or that the, uh, discount code isn't getting applied to their customer orders \[00 14] one of the things that you can check is to see what your, um, customer privacy settings are in your shopify store \[00 20] shopify gives developers like roster a framework called webpixels to use and with webpixels, they require that if you have when we come here to the settings page in my test store, it'll click on customer privacy \[00 37] and in this privacy settings, there's a cookie banner and when this cookie banner is turned on for a specific country or region, then the the customer coming to your site bye \[00 48] it has to accept the banner here's what my banner on my website looks like this little preview here they have to click accept before shopify then lets the webpixels run \[00 58] and if they don't click accept, or if they click manage preferences and they uncheck the analytics, it might be the marketing one \[01 06] if they uncheck these, and then hit, um, save my choices, and it accepts just some of them, then and rosser's webpixels won't run \[01 14] and that means we can't track the order on behalf of the ambassador, and it means that rosser can't add a discount code to the visitor's cart \[01 23] so, there's a couple of ways around this first of all, uh, if you're in a country that doesn't require consent, then you don't have to turn that on \[01 31] so you can come into the cookie banner settings you can choose used to turn that off, and then you can come into regions, and you can just select the ones that they recommend \[01 42] shopify recommends, and if there's any of these countries where you're specifically doing business, you should consult with your legal counselor on whether you can or can't, uh, uncheck these \[01 54] if you're in the united states, um, again, you want to consult your resources, but if you you turn this off, or the united states, or canada, then you won't require your customers to provide consent \[02 08] so here i came to this store i clicked in as an ambassador's link, and this link has smart codes enabled \[02 16] excuse me, has leak proof codes enabled so when i come to the checkout here, uh, i see that that code has been applied to my cart \[02 23] i'm going to to close this incognito window i'm going to come back into my store, and i'm going to enable this for north north america \[02 32] i'm going to hit save let that save and then i'm going to open up a brand new incognito window i don't have any other incognito windows open \[02 43] it's always important when you're testing with incognito window that you close all the incognito tabs you got a lot incognito windows \[02 49] otherwise it does keep track of that state so now when i come onto here, you'll see that i have this cookie banner \[02 56] this is the default cookie banner for me might look different for your store and now if i click on a product and do buy it now, and come to the checkout, a leak proof code isn't going to be added \[03 08] and this order won't get tracked by roster as having been the ambassador because i didn't click this except banner so it's really important that that except banner, um, gets accepted by your customers or that you disable cookie consent altogether for your site so that shopify can do its thing \[03 29] otherwise, it just simply won't run um, in fact, maybe click it on this this page because that's the page that has my code up in the url \[03 42] so, it's a little bit, it's a little bit sketchy how shopify has that set up cause it's the only way they give us developers, um, the ability to add that tracking into, and the code application into an app, to a merchant store, but they also so tightly coupled with the cookie banner \[04 03] so, double check what your settings are, and if you happen to be in your your your store is operating in regions where you need the consent to show up, but you still want those discount codes to get applied and you want those orders to get tracked, then re you can talk to you about some other possible \[04 29] solutions the other thing that's really important to note, if you have this banner enabled, this cookie banner enabled, and you're not using shopify's cookie or you are, but you've made changes to your theme, it is possible that the cookie banner doesn't even show up on your theme \[04 48] we've seen in some merchants where they had this enabled, say for the united states, but they've made modifications to their theme and their banner is not even appearing \[04 57] that's the worst of both the worlds because there's nothing a customer can do to get that, uhm, to get that cookie to show up \[05 05] so so we strongly recommend that you look at your cookie consent settings, make sure it's only on in the regions you need it, and if \[05 12] you do have to have it on regions where you expect to have customers purchasing from your ambassador's links, then reach out to us \[05 20] and we can talk to you about some options for ensuring that those links are tracked and the codes are getting applied despite these settings right here \[05 27] so hopefully this is helpful and let us know if you have questions thanks step by step instructions check shopify store's customer privacy settings log in to your shopify store navigate to settings > customer privacy review the cookie banner settings for specific countries or regions ensure the cookie banner is displayed as intended on your store theme adjust cookie banner settings if consent is not required in your operating region turn off the cookie banner for those areas for regions requiring consent consult with your legal advisor to decide on the appropriate settings ensure your store theme displays the cookie banner correctly test the settings in an incognito window open a new incognito window to test the changes visit your store using an ambassador's referral link check that the cookie banner appears and can be accepted verify that discount codes are applied at checkout and orders are tracked contact roster for additional support if you face challenges with cookie consent or tracking, reach out to roster discuss alternative solutions to ensure ambassador links are tracked and discounts are applied need help? if you need any additional assistance with with your roster account, feel free to contact our support team at mailto\ support\@getroster com we're here to help!